Lpwm LLC Schwab Strategic Tr Us Broad M Transaction History

Lpwm LLC

$308 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 07, 2020	SELL	$26.18 - $40.44 $97,337 - $150,355	-3,718 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$34.47 - $38.58 $128,159 - $143,440	3,718 New	3,718 $286,000

Others Institutions Holding SCHB

# of Institutions

1,179

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$473 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$139 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$87.8 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$86.7 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$75.7 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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